Folio Jots vs Folio Docs

Folio Jots are for fast, lightweight capture — like a structured note on a record. Use a Jot for call notes, quick context, or anything you need to jot down without building a formal deliverable. Jots include the full rich editor (formatting, tables, code blocks) but emphasize speed.

• @ mentions link to Salesforce records.
• No live merge fields and no field write-back — those are Folio Docs features only.

Folio Docs is for formal, shareable Documentation: account plans, close plans, exec summaries, technical write-ups. Documents include everything Jots do, plus:

• Live merge fields from Salesforce records
• Field write-back (when enabled)
• Document sharing, templates, and org-wide patterns suited to long-lived content

Both experiences share the same editor shell; scope and feature set differ by product.

See also: @ commands · Document sidebar · Explorer